See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,832 | $98,463-35.2% | $119,258-46.5% | $85,850-25.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.3%+30.7pp |
| Annual return | 17.60% | 38.53%-20.9pp | 30.69%-13.1pp | 318.53%-300.9pp |
| Employer contribution / active EE | $5,160 | $3,698+39.5% | $4,384+17.7% | $2,565+101.2% |
| Participant deferral / active EE | $5,126 | $4,942+3.7% | $6,111-16.1% | $3,952+29.7% |
| Admin fee / account holder | $9,491 | $7,493+26.7% | $7,226+31.3% | $6,260+51.6% |